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- Orion Appoints Chris Shutler as Head of Strategy
Orion Appoints Chris Shutler as Head of Strategy
Slice of Finance Team
09 Dec
Key Highlights:
Chris Shutler, CFA, appointed as Orion’s Head of Strategy, reporting to CFO Mark Mayo.
Brings 20+ years of experience in strategy, finance, and market intelligence, including roles at Envestnet and William Blair & Company.
Will oversee corporate strategy, growth opportunities, and special projects to enhance value for financial advisors.
Orion supports $4.7 trillion in assets under administration and powers 17 of the Top 20 Barron’s RIA firms.
Source: Business Wire
Notable Quotes:
“His extensive experience in strategy and market intelligence will enable us to further enhance the value we provide to financial advisors and the enterprises that serve them.”
“Orion’s platform is uniquely positioned in the marketplace, empowering advisors with integrated technology and customized wealth solutions.”
Our Take:
The appointment of Chris Shutler signals Orion’s continued focus on strategic leadership in the wealthtech space. His deep expertise in market intelligence and strategic development will likely accelerate Orion’s growth trajectory, benefiting its expansive network of financial advisors. As the wealth management landscape grows increasingly complex, his insights will be instrumental in aligning Orion’s offerings with industry needs and emerging trends. This strategic hire underscores Orion’s commitment to empowering advisors with the tools and insights needed to succeed.